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Capital Market Update Introduction of New Reporting Structure Ticker: CON ADR-Ticker: CTTAY http://www.continental-ir.com
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2 Continuing Transformation to Tire Pure-play with Sale of OESL and Signing of ContiTech Sale 1 Sum of Tires and ContiTech incl. OESL. 2 Pro-forma figures based on management reporting. FY 2025 70% 9% 21% 19.7bn 1.7bn 13.8bn 4.4bn OESL2 CONTITECH2 TIRES OESL Sale ContiTech Sale Tire Pure-play STRONG INDEPENDENT PLAYERS CONTINENTAL1
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3 We Are Continuously Strengthening Our Portfolio and Cost Base 1 Trade network optimization comprises conversion of owned retail outlets into franchise as well as closing / selling retail outlets. 2019-2024 2025 2026+Select measures ROS ROCE Sales ROS ROCE Sales ROS ROCE Sales ROS ROCE Sales 2022: Closure of Aachen plant Discontinuation of radial truck tires manufacturing operations in Modipuram, effective June 2025 Closure of Alor Setar plant late 2025 Exit from agriculture tire business by end of 2025 Closure of US textile production in Aldora Mills by end of 2026 2024: Sale of Tikka Spikes to management 1 2 3 4 Exit retail outlets with insufficient sales synergies and extend franchise footprint Phase out businesses with lacking scale Sell and ramp down non-core assets Adjust installed capacity to optimize plant utilization and exit non- value-creating markets
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4 Strong EMEA Contribution as Backbone of Continental’s Results Notes: Based on FY 2025 figures. APAC = Asia-Pacific. AM = Americas (North and South America). EMEA = Europe, Middle East, and Africa. 1 Before amortization of intangible assets from purchase price allocation (PPA), changes in the scope of consolidation, and special effects. 2 Unaudited, indication of Tires as a stand-alone group, considering Other/ Holding/ Conso. costs as reported in FY 2025. Adjusted EBIT1 Mix by Region 64% 19% 17% Americas APAC EMEA €13.8 bn Sales 13.6% Adj. EBIT1 margin Sales Mix by Region 53%33% 14% Americas APAC EMEA Tires group sector -€151 mn Other / Holding / Conso. reported in FY2025; Recurring and temporary actions €13.8 bn Sales ~12.5% Adj. EBIT1 margin Pro-forma2 Continental Group Current run-rate around €30-35 mn per quarter CONTINENTAL FY 2025
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5 Globally Steered Operations Supporting Strong Regional Customer Relations The Regions › Are responsible for business performance and results. › Are owning customer relationships and commercial execution. › Allocate resources toward the most attractive market opportunities. › Leverage customer proximity and local market expertise to enable faster, more responsive decision-making. › Global steering of overarching segments such as the OE business. Operations › R&D: Develop and industrialize top-quality tires, technologies, and materials for all regions and segments. › Manufacturing and supply chain: Enable unmatched efficiency and flexibility with globally steered production network and production at scale, driving structurally low unit costs.Manufacturing, Supply Chain and R&D Decisions are based on overall value creation rather than the optimization of an individual region to ensure consistency with the Group’s strategy and return requirements. Notes: APAC = Asia-Pacific. AM = Americas (North and South America). EMEA = Europe, Middle East, and Africa. EMEA AMERICAS APAC
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6 Te st-winning Products Backed By a Premium Brand 1 As published at CMD 2025. 2 Source: Brand Finance, measured brand value EXCEPTIONAL PRODUCT LINE-UP1 AMONG THE TOP 3 TIRE BRANDS2
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7 Highly Cost-efficient Footprint Through Standardized Mega Plants and Best-Cost Countries EUROPE Czechia: Otrokovice France: Sarreguemines Germany: Korbach Portugal: Lousado Romania: Timisoara Slovakia: Puchov NORTH AMERICA USA: Clinton (MS) Mount Vernon (IL) Plymouth (IN) Sumter (SC) 4 Mexico: San Luis Potosi SOUTH AMERICA Brazil: Camaçari Ecuador: Cuenca ASIA China: Hefei India: Modipuram Malaysia: Petaling Jaya Sri Lanka: Kalutara Thailand: Rayong 4 AFRICA South Africa: Gqeberha Passenger & Light Truck Tires Motorcycle Tires Racing TiresTruck & Bus Tires Bicycle Tires Commercial Specialty Tires 1 Plants with >100kt production capacity, share calculated as output as % of total production. 2 Best-cost countries for Continental include plants in Czech Republic, Portugal, Romania, Slovakia, South Africa, China, India, Malaysia, Sri Lanka, Thailand, Brazil, Ecuador, and Mexico. 3 Excluding plants for semi-finished products and retread production facilities. 4 Mega plant layout but not yet fully ramped up 19 production sites3 Balancing scale with localization › Around 80% production in mega plants 1: › Around 75% production in best -cost countries 2 Americas EMEA APAC 71% 91% 65% Standard plantSpecialized plant (1:1 relation to market / special product segment production) Mega plant
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8 Operational Excellence Drives Our Competitive Advantage 1 Plants with >100kt production capacity, share calculated as output as % of total production. 2 Best-cost countries for Continental include plants in Czech Republic, Portugal, Romania, Slovakia, South Africa, China, India, Malaysia, Sri Lanka, Thailand, Brazil, Ecuador, and Mexico. 3 Relative Scope 1 and market-based scope 2 GHG emissions in tCO2e per ton vs 2019. 4 Stock keeping unit. Optimizing Supply Chain › Invest in highly automated warehouses and footprint. › Continuous fine-tuning to ensure continued best-in-class supply chain performance and product availability. Seizing Growth Opportunities › Enhance manufacturing capacity, standardization and flexibility in and across plants to support an increasingly complex product portfolio. › Increase capacity in our plants in North America and APAC. › Strengthening UHP capabilities and capacities globally. Where we already excel Manufacturing Cost advantage › ~80% of production at scale in mega plants1 drives low unit costs. › ~75% production in best-cost countries2 › ~70% GHG3 intensity reduction since 2019, reducing exposure to fossil fuels. Supply Chain Leading responsiveness › >14,000 active SKUs4 enables broad fitment coverage. › >150,000 direct customers and 93% of sales with local salesforce. › >95% service within 24h (EMEA) – enables dealers to optimize inventory. Continuous focus on operational excellence:
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9 EMEA – Powerhouse Differentiated by Manufacturing Capabilities, Supply Chain Excellence and Customer Proximity Opportunities and PrioritiesPosition and Current Environment › Capture UHP and high-tech growth, leveraging Continental’s technology portfolio and ability to meet increasingly demanding regulatory requirements. › Continue to grow with Chinese OEMs entering Europe. › Leverage customer proximityto further strengthen premium positioning. › Optimize the balance between premium and secondary brands. › Continue to manage costs and to take decisive actions to reinforce our leadership in cost competitiveness and ROCE. › RE: Strong regional market position and broad customer base across mature replacement tire markets with best-in- class supply chain efficiency, flexibility and customer proximity. › OE: Demand remains below pre- pandemic levels, pressured by weaker LVP, inflation and elevated input costs. › Truck demand is resilient, supported by aging fleets and Continental’s strengthened customer proposition with the Gen 5 portfolio. › Competitive pressure is high, and PLT inventory levels in lower tier segments are elevated. 2025 €7.4 bn Sales 16.7% Adj. EBIT1 margin Segment mix 19% 81% OE RE Product mix 78% 17% PLT TT ST 5% UHP share (PL T) 43% 57% UHP Non-UHP Brand share (PL T) 73% 27% Continental Other Notes: OE = Original Equipment. RE = Replacement.. PLT: Passenger car and light truck tires. TT: Truck tires. ST: Specialty tires. UHP: Ultra-high performance are tires ≥18’’. 1 Before amortization of intangible assets from purchase price allocation (PPA), changes in the scope of consolidation, and special effects.
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10 Americas – Leverage Market Position to Return to Double- digit Margins 2025 €4.5 bn Sales 8.0% Adj. EBIT1 margin Opportunities and PrioritiesPosition and Current Environment › Strengthening Tier 1 position, with healthy sell-out trend and recent performance ahead of the market. Premium product positioning increasingly recognized through top performance in independent tests and reviews. › Continued optimization of the manufacturing and distribution footprint to balance efficiency with responsiveness in volatile environment, supported by deeper customer collaboration. › Low market demand, high cost base and subdued capacity utilization in truck tires are burdening our regional profitability. › Near-term uncertainty remains elevated, driven by tariffs, FX, raw-material costs and subdued OE and replacement volumes. › Enhance the premium mix through UHP, all-weather and all-terrain products around the evolving car parc (SUVs, EVs). › Strengthen regional resilience by improving manufacturing efficiency and localizing production and sourcing where feasible. › Increase market share in US/Canada while defending position against low-cost competition in South America. › Evaluate options to improve truck tire capacity utilization. › Expand fleet solutions, combining tires and services to improve customer efficiency and reduce total operating costs. › Manage costs and go-to-market approach with a focus on EBIT growth. Segment mix 32% 68% OE RE Product mix 69% 25% PLT TT ST 6% UHP share (PL T) 66% 34% UHP Non-UHP Brand share (PL T) 76% 24% Continental Other Notes: OE = Original Equipment. RE = Replacement.. PLT: Passenger car and light truck tires. TT: Truck tires. ST: Specialty tires. UHP: Ultra-high performance are tires ≥18’’. 1 Before amortization of intangible assets from purchase price allocation (PPA), changes in the scope of consolidation, and special effects.
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11 APAC – Established Premium Foundation with Growth Driven Across Markets and Asian OEMs 2025 €1.9 bn Sales 16.9% Adj. EBIT1 margin Segment mix 28% 72% OE RE Product mix 96% PLT TT 2% ST 2% UHP share (PL T) 70% 30% UHP Non-UHP Brand share (PL T) 93% Continental Other 7% Opportunities and PrioritiesPosition and Current Environment › Premium brand recognition and relationships with OEMs and distributors provide a strong commercial foundation. › Broad regional presence spanning mature and faster-developing markets, resulting in differences in category mix and competitive dynamics. › Market outperformance: Strong momentum for UHP despite subdued demand in selected OE channels, alongside growth opportunities in ASEAN, Japan and India. › Increasing price and competitive pressure across segments. › Strengthening premium position and distribution in underpenetrated growth markets while defending influence in established markets such as China. › Growth opportunities exist with Chinese OEMs expanding internationally. › Capture high-value segments through a stronger sport, UUHP, all-terrain and light- truck/4x4 portfolio. › Leverage and expand thelocalized production footprint to fulfill local demand and support growth and supply resilience. › Build on digital channel advantage, combining targeted marketing, seamless ordering and efficient distribution. Notes: OE = Original Equipment. RE = Replacement.. PLT: Passenger car and light truck tires. TT: Truck tires. ST: Specialty tires. UHP: Ultra-high performance are tires ≥18’’. 1 Before amortization of intangible assets from purchase price allocation (PPA), changes in the scope of consolidation, and special effects.
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12 Executive Summary › Resilient and difficult-to-replicate business model supports long-term competitiveness. › Strong differentiation and customer relationships limit the impact of lower-tier competition. › EMEA: positioned to sustain industry-leading profitability. › Americas: focused on decisive operational and commercial turnaround. › APAC: scaling from a highly profitable foundation. Executive Summary
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13 Capital Market Day 2027 Capital Market Update Q3 2026 Results Continental going forward FY 2026 Results
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14 Q&A
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15 Disclaimer › This presentation has been prepared by Continental Aktiengesellschaft solely in connection with the Capital Market Update call on September 1, 2026, and the subsequent analyst and investor meetings. It has not been independently verified. It does not constitute an offer, invitation or recommendation to purchase or subscribe for any shares or other securities issued by Continental Aktiengesellschaft or any subsidiary and neither shall any part of it form the basis of, or be relied upon in connection with, any contract or commitment concerning the purchase or sale of such shares or other securities whatsoever. › Neither Continental Aktiengesellschaft nor any of its affiliates, advisors or representatives shall have any liability whatsoever (in negligence or otherwise) for any loss that may arise from any use of this presentation or its contents or otherwise arising in connection with this presentation. › This presentation includes assumptions, estimates, forecasts and other forward-looking statements, including statements about our beliefs and expectations regarding future developments as well as their effect on the results of Continental Group. These statements are based on plans, estimates and projections as they are currently available to the management of Continental Group. Therefore, these statements speak only as of the date they are made, and weundertake no obligation to update publicly any of them in light of new information or future events. Furthermore, although the management is of the opinion that these statements, and their underlying beliefs and expectations, are realistic as of the date they are made, no guarantee can be given that the expected developments and effects will actually occur. Many factors may cause the actual development to be materially different from the expectations expressed here. Such factors include, for example and without limitation, changes in general economic and business conditions, fluctuations in currency exchange rates or interest rates, the introduction of competing products, the lack of acceptance for new products or services and changes in business strategy. › All statements with regard to markets or market position(s) of Continental Group or any of its competitors are estimates of Continental Group based on data available to Continental Group. Such data are neither comprehensive nor independently verified. Consequently, the data used are not adequate for and the statements based on such data are not meant to be an accurate or proper definition of regional and/or product markets or market shares of Continental Group and any of the participants in any market. › The financial information and financial data included in this presentation are prepared in accordance with IFRS and relate toContinental Group. › Unless otherwise stated, all amounts are shown in millions of euro. Please note that differences may arise as a result of theuse of rounded amounts and percentages.
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16 Back-Up
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17 Historical Financials by Region EMEA – HISTORICAL DATA Download Excel Notes: unaudited figures, based on management accounts. 1 Before changes in the scope of consolidation. 2 Before amortization of intangible assets from purchase price allocation (PPA), changes in the scope of consolidation, and special effects. in EUR mn H1 2025 Q3 2025 Q4 2025 H2 2025 FY 2025 Q1 2026 Q2 2026 H1 2026 Sales 3,525 1,867 2,031 3,898 7,423 1,804 1,740 3,544 thereof external sales 3,513 1,864 2,028 3,891 7,405 1,800 1,735 3,535 thereof intercompany sales 12 3 3 6 18 5 4 9 COGS 2,383 1,247 1,325 2,572 4,955 1,174 1,099 2,273 EBITDA 703 408 464 872 1,575 398 315 713 % of sales 20.0% 21.8% 22.9% 22.4% 21.2% 22.1% 18.1% 20.1% Depreciation 194 101 109 211 405 99 98 197 EBIT 509 307 355 661 1,170 299 216 515 % of sales 14.4% 16.4% 17.5% 17.0% 15.8% 16.6% 12.4% 14.5% Adjusted sales 1 3,502 1,824 2,021 3,844 7,346 1,803 1,739 3,543 Adjusted EBIT 2 521 325 383 708 1,228 301 304 605 Adj. EBIT 2 Margin 14.9% 17.8% 18.9% 18.4% 16.7% 16.7% 17.5% 17.1%
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18 Historical Financials by Region AMERICAS – HISTORICAL DATA Download Excel Notes: unaudited figures, based on management accounts. 1 Before changes in the scope of consolidation. 2 Before amortization of intangible assets from purchase price allocation (PPA), changes in the scope of consolidation, and special effects. in EUR mn H1 2025 Q3 2025 Q4 2025 H2 2025 FY 2025 Q1 2026 Q2 2026 H1 2026 Sales 2,284 1,172 1,066 2,238 4,522 988 1,111 2,099 thereof external sales 2,270 1,167 1,060 2,228 4,498 983 1,107 2,090 thereof intercompany sales 14 4 6 10 24 5 4 9 COGS 1,772 928 862 1,791 3,563 763 842 1,605 EBITDA 333 159 116 274 607 141 180 321 % of sales 14.6% 13.6% 10.8% 12.3% 13.4% 14.3% 16.2% 15.3% Depreciation 131 62 67 128 259 64 65 129 EBIT 202 97 49 146 348 78 115 192 % of sales 8.8% 8.3% 4.6% 6.5% 7.7% 7.9% 10.3% 9.2% Adjusted sales 1 2,284 1,172 1,066 2,238 4,522 988 1,111 2,099 Adjusted EBIT 2 206 99 58 157 363 80 116 196 Adj. EBIT 2 Margin 9.0% 8.5% 5.4% 7.0% 8.0% 8.1% 10.5% 9.4%
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19 Historical Financials by Region APAC – HISTORICAL DATA Download Excel Notes: unaudited figures, based on management accounts. 1 Before changes in the scope of consolidation. 2 Before amortization of intangible assets from purchase price allocation (PPA), changes in the scope of consolidation, and special effects. in EUR mn H1 2025 Q3 2025 Q4 2025 H2 2025 FY 2025 Q1 2026 Q2 2026 H1 2026 Sales 936 454 464 918 1,854 462 478 939 thereof external sales 930 451 462 914 1,844 461 477 938 thereof intercompany sales 6 3 1 4 10 1 1 2 COGS 637 282 310 592 1,229 286 292 579 EBITDA 191 120 117 237 429 124 125 249 % of sales 20.4% 26.4% 25.3% 25.9% 23.1% 26.8% 26.2% 26.5% Depreciation 74 37 43 80 154 37 38 75 EBIT 117 83 74 157 274 87 87 174 % of sales 12.5% 18.4% 16.0% 17.1% 14.8% 18.8% 18.2% 18.5% Adjusted sales 1 936 454 464 918 1,854 462 478 939 Adjusted EBIT 2 145 86 82 168 314 88 88 177 Adj. EBIT 2 Margin 15.5% 19.0% 17.7% 18.3% 16.9% 19.1% 18.5% 18.8%
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20 Contact Continental-Plaza 1 30175 Hanover | Germany e-mail: ir@conti.de fax: +49 511 938 1080 www.continental-ir.com Max Westmeyer Head of Investor Relations phone: +49 511 938 13650 e-mail: max.2.westmeyer@conti.de Jana Maddison Assistant to the Head of IR, Roadshow and Conference Organization phone: +49 511 938 1163 e-mail: jana.maddison@conti.de Eva Jacob-Pietsch Manager Investor Relations phone: +49 511 938 12147 e-mail: eva.jacob-pietsch@conti.de Andrea Kraft Senior Manager Investor Relations phone: +49 511 938 1880 e-mail: andrea.kraft@conti.de Marcus Lieberum Senior Manager Investor Relations phone: +49 511 938 1787 e-mail: marcus.lieberum@conti.de Fabio Hölscher Senior Manager Investor Relations phone: +49 511 938 12908 e-mail: fabio.hoelscher@conti.de INVESTOR RELATIONS